Financial Plan Inc. Boosts Holdings in Dimensional Global Real Estate ETF $DFGR

Financial Plan Inc. boosted its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 8.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 927,539 shares of the company’s stock after buying an additional 76,186 shares during the quarter. Dimensional Global Real Estate ETF accounts for 2.6% of Financial Plan Inc.’s investment portfolio, making the stock its 14th largest position. Financial Plan Inc. owned approximately 0.76% of Dimensional Global Real Estate ETF worth $24,654,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Abacus Wealth Partners LLC grew its position in Dimensional Global Real Estate ETF by 1.8% during the 4th quarter. Abacus Wealth Partners LLC now owns 27,305 shares of the company’s stock worth $721,000 after purchasing an additional 476 shares during the last quarter. Two West Capital Advisors LLC boosted its position in Dimensional Global Real Estate ETF by 4.1% during the fourth quarter. Two West Capital Advisors LLC now owns 13,196 shares of the company’s stock worth $349,000 after purchasing an additional 516 shares in the last quarter. Blue Trust Inc. increased its stake in shares of Dimensional Global Real Estate ETF by 1.9% during the 1st quarter. Blue Trust Inc. now owns 34,362 shares of the company’s stock worth $913,000 after purchasing an additional 655 shares in the last quarter. Wells Fargo & Company MN boosted its stake in shares of Dimensional Global Real Estate ETF by 18.8% during the fourth quarter. Wells Fargo & Company MN now owns 4,179 shares of the company’s stock valued at $110,000 after acquiring an additional 662 shares during the last quarter. Finally, Austin Private Wealth LLC grew its holdings in shares of Dimensional Global Real Estate ETF by 4.5% during the fourth quarter. Austin Private Wealth LLC now owns 19,009 shares of the company’s stock worth $502,000 after buying an additional 816 shares in the last quarter.

Dimensional Global Real Estate ETF Stock Performance

Shares of DFGR opened at $29.34 on Friday. The stock has a fifty day moving average of $28.86 and a two-hundred day moving average of $27.88. Dimensional Global Real Estate ETF has a fifty-two week low of $26.02 and a fifty-two week high of $29.63. The company has a market capitalization of $3.71 billion, a PE ratio of 29.05 and a beta of 0.88.

About Dimensional Global Real Estate ETF

The Dimensional Global Real Estate ETF (DFGR) is an exchange-traded fund that mostly invests in real estate equity. The fund is actively managed to hold a diversified selection of US and foreign companies whose principal activities are engaged in the broad real estate sector, while focusing on REITs. Portfolio holdings are weighted by market capitalization. DFGR was launched on Dec 6, 2022 and is managed by Dimensional.